Webinar Registration

Importance of Knowledge in Financial Psychology and Behavioral Finance

Tuesday, August 17, 2021 | 12:00 PM — 1:00 PM EDT

Many studies in personal finance support the notion investors screen all the information prior to making rational investment decisions. Recent studies on financial psychology and behavioral finance reveal that psychology influences financial planning and investment decisions. 

Join Marguerita M. Cheng, Chief Executive Officer at Blue Ocean Global Wealth, for a special webinar to learn why it is critical for financial advisors and planners to understand the behavior of their clients to enable them to know what, when, and how they can influence their investment and planning decisions. 

Attendees will:
  • Learn the psychology behind investor’s decisions 
  • Learn about investor bias 
  • Learn how to identify and understand the weaknesses and strengths of investors and help positively influence their financial decision-making abilities
  • Learn how to help your clients manage their behavior and emotions
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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